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At least 12 characters, with upper, lower, and a number.
Filed under your name. Nobody is notified — this doesn't email a customer.
Fix details, root cause, where to look next. Stored separately from the customer thread.
Replies here notify the person who filed the ticket.
Source URL
First seen
Last seen
Fingerprint
Context
Referral contact details and where they are in the pipeline.
Invoice numbers:
Internal only — customers never see this.
Tick what they want. Ticked items default to Interested for a prospect and Subscribed for a live customer — change either per item.
Leave amounts blank to describe services under a single subtotal, as on INV-003.
A bill received or a payment made. The date is when the cost was incurred — that's what the tax year is measured on.
Save the expense first, then attach receipts to it.